See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,099 | $99,985+206.1% | $146,665+108.7% | $85,850+256.6% |
| Participation rate | 80.0% | 73.1%+6.9pp | 80.1%-0.1pp | 69.3%+10.7pp |
| Annual return | 19.09% | 18.93%+0.2pp | 22.74%-3.7pp | 318.53%-299.4pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,798 | $4,006-5.2% | $5,506-31.0% | $3,952-3.9% |
| Admin fee / account holder | $16,968 | $7,702+120.3% | $10,280+65.1% | $6,260+171.1% |